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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.33
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets454.64M
American Funds American Balanced R3
Price$34.14
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. JDVCX (455M). JDVCX pays higher dividends than RLBCX: JDVCX (1.86) vs RLBCX (1.69). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.92 vs. JDVCX (3.64). RLBCX return over 5 years is better than : 47.99 vs. JDVCX (23.06).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 0.558 | 0.323 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 234B | 0% |
| Annual Yield % from dividends | 1.86 | 1.69 | 110% |
| Returns for 1 year | 3.64 | 3.92 | 93% |
| Returns for 3 years | 3.68 | 11.56 | 32% |
| Returns for 5 years | 23.06 | 47.99 | 48% |
| Returns for 10 years | 1.08 | 49.82 | 2% |
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